Willing to be Different

Tandem is a portfolio management company headquartered in Charleston, SC that specializes in low volatility capital appreciation equity strategies.

Tandem has provided long-only U.S. equity strategies that are designed to outperform over a complete market cycle while delivering significantly less volatility of returns than the market.

Our Approach

Most Recent Commentary

December 17, 2024

Notes from the Trading Desk

As we enter the final trading sessions of 2024, U.S. equities are sitting on significant year-to-date gains. The S&P 500 has advanced just over 27% this year, while the Nasdaq Composite has surged more than 34%.

By: Jordan Watson, CFA, CMT
December 2024

Observations

The momentum in stocks showed no signs of slowing down, as November delivered a strong rally across U.S. equity markets, characterized by broad participation. The S&P 500 rose 5.73%, and the Nasdaq Composite advanced 6.21%.

By: William “Billy” Little, Jr., CFA
December 2, 2024

Notes from the Trading Desk

U.S. stocks continued their march higher during last week’s holiday-shortened trading week. The S&P 500 finished the week at a record high and closed out the month of November 5.73% higher, its best monthly performance of the year, closing higher for the…

By: Jordan Watson, CFA, CMT

Pivotal Moments in Tandem History

1990

Founded at Tandem Farm in Charlottesville, VA

1991

Launched Large Cap Core Strategy

1999

Opened first Charleston, SC office at the People’s Building on Broad Street

2007

Launched Equity Strategy

2007

Headquarters relocated to Charleston, SC

2010

Launched Mid Cap Core Strategy

2013

Entered into first sub-advisory relationship

2018

Surpassed $500 Million in AUM

2020

Surpassed $1 Billion in AUM

2021

Surpassed $2 Billion in AUM

2023

Surpassed $3 Billion in AUM

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